CRM & Leads
Capture every lead, work it through a visual pipeline, and win back customers with targeted campaigns. Leads arrive from walk-ins, storefront enquiries, and missed reservations — all in one place.
How to enable it
- 1
Log in as an Admin and open Addons from the sidebar.
- 2
Find CRM & Leads under Core & Common and click Enable.
- 3
Open CRM & Leads from the sidebar.
Step by step
- 1
Capture leads
Add leads manually or let storefront enquiries and missed reservations create them automatically.
- 2
Work the pipeline
Move leads through pipeline stages with follow-up reminders.
- 3
Convert
Turn a lead into a customer in one click.
- 4
Campaign
Save customer segments by spend, visits, recency, or tags, then send WhatsApp or email to up to 500 recipients with per-recipient delivery stats.
See it in the app
Want the full feature list?
See everything CRM & Leads can do and what's included.
More Core & Common guides
POS Billing
The billing counter at the heart of ERP Node. Ring up items, apply GST automatically, take split payments, and print or share the receipt in seconds.
HRMS & Payroll
Manage your whole team — employee records, attendance and leave, then run payroll with auto-generated payslips.
Inventory
Real-time stock across every outlet. Track on-hand quantity, raise purchase orders, and get low-stock alerts before you run out.